Also enemy and friend: did Apple and Samsung will eventually go their separate ways?

Along the way, enemy and friend of Apple and Samsung have maintained a delicate relationship, but recent news but people can't help wondering if the two companies really have to go our separate ways.

Relationship between Apple and Samsung have been very subtle, on the one hand, their high-end Tablet and phone market in to be locked on the other, Samsung has always been Apple's series a chip manufacturer. In a TSMC's study notes, analysts found the year 6s series carries the A9 processor 60%-70% from Samsung.

But Apple's actions show that they are trying to reduce reliance on Samsung. Starting from the last A8 processor, Apple is on the road to a dual contract, TSMC's occupation, and Apple continue this strategy again this year.

But in the pair's business strategy, Samsung still has orders to take, but the latest news had shattered Samsung, Apple ready all chip production to Taiwan semiconductor manufacturing company in the future. If this is true, will have a huge impact on the future profitability of Samsung.

Hits

For Samsung, this is definitely a blow. In this year's third-quarter results showed that Samsung finally after seven quarters of decline in operating profit growth, but growth is not the Smartphone sector, but its semiconductor business. The growth of the sector reached horrible 62%, Samsung contributed almost half of the operating profit.

A9 in chip production this year, Samsung is using latest 14nm process. If Apple abandoned Samsung, its earnings can be hard to see in the future.

In addition, Apple switched to the TSMC will also have an impact on the reputation of Samsung, in the chip in some time ago, Samsung 14nm A9 processor power consumption and performance are succumbing to. Although Apple finally came forward to refuting, but this not let other vendors whisper, after all, after Gao Tongxiao Dragon 810 overheating problems exposed, Samsung canceled his flagship plan to carry the chips.

TSMC's major victory

Apple abandoned Samsung, in terms of performance or technical processes, is a major positive news for TSMC. Now, Apple's orders to TSMC's high-end line of 14% expected Apple will TSMC contributed 3.7 billion dollars this fiscal year's revenue, promote the latter's total revenue reached 26.24 billion u.s. dollars. Allegedly, TSMC is actively cooperating with Apple, will introduce integrated fan-out package technology in the future, further chip slim. If TSMC monopoly A10 production next year Apple will provide its revenue contribution to 24%, about $ 4.6 billion. For TSMC, and this is a major victory.